Insurance Sales Agent

The VEC Finance Team; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

An exciting opportunity awaits you to join a dynamic team as an entry-level insurance agent. This role is perfect for motivated individuals eager to break into the insurance industry. You'll engage with clients, understand their needs, and provide tailored insurance solutions. With a focus on customer service and relationship building, you'll have the chance to excel in a supportive environment that values your contributions. If you're ready to jump-start your career and make a difference, this position is for you!

Qualifications

• Must possess strong communication and organizational skills.
• Willingness to learn and adapt to industry regulations.

Responsibilities

• Educate clients on insurance products and policies.
• Build and maintain client relationships through effective communication.
• Meet or exceed sales targets through proactive outreach.

Skills

Interpersonal Communication Skills

Organization Skills

Attention to Detail

Customer Service

Self-motivated

Goal-oriented

Time Management

Education

Valid Insurance License

Experience with Sales or Accounting Software

Proficiency in Microsoft Office

Job description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!

Responsibilities:

1. Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and customer satisfaction.
2. Listen to clients to evaluate their needs and stage-of-life priorities before presenting suitable insurance plans.
3. Implement marketing strategies including cold calling and networking to connect with potential clients while maintaining a current client portfolio.
4. Customize risk management strategies and client profiles to reflect each customer's needs.
5. Maintain accurate logs of sales, client reports, and records to track progress toward goals.
6. License & Compliance: Obtain your state insurance license (if not already licensed) and adhere to all industry regulations.
7. Product Knowledge: Master life and annuity products to offer tailored client solutions.
8. Client Engagement: Build relationships with clients by understanding their needs and providing personalized insurance solutions.
9. Sales Prospecting: Grow your client base through networking, referrals, and proactive outreach.
10. Customer Service: Support clients post-sale with policy updates and inquiries.
11. Time Management: Balance client meetings, prospecting, and administrative tasks efficiently.
12. Goal Achievement: Meet or exceed sales targets for policies sold and premiums.

Qualifications:

1. Experience with sales or accounting software is beneficial.
2. Valid insurance license required or candidates must be willing to obtain one.
3. Proficiency in Microsoft Office and basic computer skills.
4. Strong communication skills and the ability to analyze complex ideas.
5. Willingness to learn and understand relevant regulations.
6. Self-motivated, goal-oriented, and trustworthy.
7. Excellent organizational and time management skills.

Compensation:

$50,000+ per year in plan commissions.